Trachte Building Systems, Inc. 401(K) Plan — Form 5500 plan (Trachte Building Systems, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Trachte Building Systems, Inc. 401(K) Plan is a benefit plan reported by Trachte Building Systems, Inc. under EIN 39-0662360 and plan number 003. The latest loaded filing year is 2023. The filing reports 273 participants and $28,070,123 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$28.1MPlan net assets, end of year$28,070,123
Participants273Covered participants reported
Assets / participant$102.8KComputed: assets ÷ participants$102,821 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Trachte Building Systems, Inc.
- EIN
- 39-0662360
- Plan number
- 003
- Plan type
- 2
- Location
- Sun Praire, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241014162227NAL0027847521001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$28.1M total assets
Net assets$28.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $28,070,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,070,123
- Net assets (BOY)
- $21,549,237
Income & contributions
- Employer contributions
- $1,000,982
- Participant contributions
- $1,319,970
- Total contributions
- $3,387,629
- Total income / additions
- $7,968,865
Expenses & distributions
- Benefits paid
- $1,416,376
- Administrative expenses
- $1,528
- Total expenses
- $1,531,372
- Net increase / (decrease)
- $6,437,493
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
43%57%
Employer 43%Participant 57%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$4,280 | $0 | 2023 |